Latest Institutional Transactions on Fidelity Covington Tr Blue Chi (FBCG)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.62K- 12.2% |
$64.6K - $78.7K
|
11.6K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
23.5K+ 34.99% |
$940K - $1.14M
|
90.7K
$3.65M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2K+ 22.44% |
$80K - $97.4K
|
10.9K
$440K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
181K+ 34.0% |
$7.25M - $8.84M
|
715K
$28.8M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.3K+ 25.34% |
$52K - $63.3K
|
6.43K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.78K- 42.81% |
$231K - $281K
|
7.72K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.16KNew |
$206K - $251K
|
5.16K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.61K+ 11.9% |
$184K - $225K
|
43.4K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
289+ 3.77% |
$11.6K - $14.1K
|
7.95K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$12K - $14.6K
|
300
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
20.4K+ 190.47% |
$817K - $995K
|
31.2K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.79K+ 8.3% |
$112K - $136K
|
36.4K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 29.14% |
$5.21M - $6.34M
|
577K
$23.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.99KNew |
$199K - $243K
|
4.99K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
45.3KNew |
$1.81M - $2.21M
|
45.3K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.78K- 6.21% |
$111K - $135K
|
41.9K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
15.9KNew |
$636K - $775K
|
15.9K
$642K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-702- 3.75% |
$28.1K - $34.2K
|
18K
$726K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
18.8K+ 23.96% |
$753K - $917K
|
97.4K
$3.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-916- 2.61% |
$36.6K - $44.6K
|
34.2K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.7K+ 5.68% |
$108K - $131K
|
50.2K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
5.98KNew |
$239K - $291K
|
5.98K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.93KNew |
$397K - $484K
|
9.93K
$400K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-135- 27.55% |
$5.4K - $6.57K
|
355
$14.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
36KNew |
$1.44M - $1.75M
|
36K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-9.54K- 2.41% |
$381K - $465K
|
387K
$15.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
903+ 4.84% |
$36.1K - $44K
|
19.5K
$788K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.5K+ 82.85% |
$1.54M - $1.87M
|
84.9K
$3.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
175KNew |
$7M - $8.53M
|
175K
$7.06M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
255+ 2.12% |
$10.2K - $12.4K
|
12.3K
$495K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
518New |
$20.7K - $25.2K
|
518
$20.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.05K+ 11.65% |
$42K - $51.1K
|
10.1K
$405K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
4K+ 58.57% |
$160K - $195K
|
10.8K
$436K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-44.6K- 39.41% |
$1.78M - $2.17M
|
68.5K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-40- 0.24% |
$1.6K - $1.95K
|
16.4K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
231K+ 52.13% |
$9.23M - $11.3M
|
674K
$27.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.5K+ 10.19% |
$1.46M - $1.78M
|
395K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
34.3K+ 8.65% |
$1.37M - $1.67M
|
430K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
34.4K+ 146.22% |
$1.38M - $1.68M
|
58K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
534+ 10.84% |
$21.3K - $26K
|
5.46K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.3K- 25.35% |
$91.8K - $112K
|
6.76K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.54K+ 44.3% |
$222K - $270K
|
18.1K
$727K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-832- 8.3% |
$33.3K - $40.5K
|
9.2K
$371K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-62- 0.05% |
$2.48K - $3.02K
|
113K
$4.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
70.1KNew |
$2.8M - $3.41M
|
70.1K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
485New |
$19.4K - $23.6K
|
485
$19.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-799- 0.88% |
$31.9K - $38.9K
|
90.1K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
7.82K+ 30.41% |
$312K - $381K
|
33.5K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
329New |
$13.2K - $16K
|
329
$13.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.3K+ 18.39% |
$732K - $891K
|
118K
$4.75M
|